Sertifi Reviews in January 2025: User Ratings, Pros & Cons

"Essential for all long distance credit card transaction"

What do you like best? I love this it is so simple to use and is almost instant. This is a great site to use instead of the ancient credit card authorization forms that were required when someone needed to pay (used in a hotel). The form is sent and can be filled within 2 minutes electronically. The whole process from business to client back to business can be completed within 5 Minutes and it is more secure than a credit card authorization form done by hand. What do you dislike? Having ...

"Great eSignature tool"

What do you like best? Setting up Sertifi is very easy and from a user standpoint, sending out proposals for signature is very user friendly What do you dislike? Nothing that I can think of. It works very well. What problems are you solving with the product? What benefits have you realized? Getting proposals signed electronically

"Great eSignature tool"

What do you like best about Sertifi? Setting up Sertifi is very easy and from a user standpoint, sending out proposals for signature is very user friendly What do you dislike about Sertifi? Nothing that I can think of. It works very well. What problems is Sertifi solving and how is that benefiting you? Getting proposals signed electronically

Its e-signatures drives the bonkers away and makes our lives a lot easier.

PROS: The best aspect this tool has its e-signature features. As brokers, this gives us an efficient and rapid response from the carrier. It also helps us make use of our time wisely in tracking signed rate confirmations via PDF or fax. CONS: I don't favor the "carrier can update" section. Carriers have a tendency to lie about their "in" and "out" times for detention reasons, and tha can be confusing for the long term.

I’ve had a great experience with Sertify.

PROS: I like how I can keep in touch with my Sertify rep whenever I need help with something. If I feel like I need to troubleshoot something, he's there to give me a helping hand. At times, he would even do the work for me! CONS: I ran into several small glitches within the system although they're still in the middle of being worked out. Some of them were already resolved.

I've had a great experience with Sertify.

PROS & CONS What are the best aspects of this product? I like how I can keep in touch with my Sertify rep whenever I need help with something. If I feel like I need to troubleshoot something, he's there to give me a helping hand. At times, he would even do the work for me! What aspects are problematic or could work better? I ran into several small glitches within the system although they're still in the middle of being worked out. Some of them were already resolved. What specific problems ...

I highly recommend Sertifi to everyone.

PROS: What I favour with Sertifi is its easy of use. It takes mere seconds to send documents for signing in an efficient yet secure manner. CONS: I always have to resort to sending policies about to be signed to new hires. This involves sending the same message over and over again explaining the signing process. I just wish there's a template available to make the entire process efficient.

"So Easy to Use"

What do you like best about Sertifi? Sertifi is so easy to use for both the person sending the quote and the recipient. Saves paper because everything is electronic. It sends you emails when the recipient views the proposal and signs, so it makes it super easy to use. Saves me a lot of time drafting the quotes. Would highly recommend Sertifi ! What do you dislike about Sertifi? Sertifi has been great, no complaints. I believe that anyone that uses this product will see how great and useful ...

"Getting Business Done."

What do you like best about Sertifi? With Sertifi our agreement acquisition process is painless. My team can create, submit and receive information quickly and get the information we require from our customers and potential customers without issue. What do you dislike about Sertifi? No complaints - it does exactly what our business needs (and what our customers need) to get deals done. Recommendations to others considering Sertifi: If you are looking for software that can bind your deal ...

"Easy, convenient, time-saver."

What do you like best about Sertifi? - Saves me time in drafting a quote. Allows me to spend more time making sure my clients are taken care of rather than drafting a quote. -Notifications when the client views and signs the quote. -Saves paper. -Quote drafts quickly. All the information I compile is loaded in, formatted, and sent out. Looks professional and the layout is great. -Clients can easily review the document, sign it, and then save or print it for their records. -Less liability ...